Insurance Service Specialist

Strive Solutions; San Diego (CA); Vor Ort; USD 38.000 - 48.000; Vollzeit

Zusammenfassung

Strive Solutions is seeking an Insurance Policy Support Associate in San Diego to assist members with policy changes, endorsements, and billing questions. You will process transactions using insurance and CRM systems, ensuring accurate maintenance of records and compliance.

The role requires clear, member-focused guidance and teamwork in a service-driven environment, helping customers understand coverage and billing inquiries with precision.

Qualifikationen

• Customer-focused approach with ability to explain complex information clearly.
• Meticulous attention to detail when updating policies and billing.
• Experience using insurance systems and CRM tools.
• Collaborative team player in a service-driven environment.

Aufgaben

• Assist members with policy changes, endorsements, billing questions, and account maintenance.
• Process insurance transactions accurately using insurance and CRM systems.
• Ensure compliance while updating coverage and member records.
• Provide clear, member-focused guidance on policy and billing inquiries.

Kenntnisse

Customer service mindset

Attention to detail

Insurance systems proficiency

CRM tools proficiency

Jobbeschreibung

supports members by servicing auto and home insurance policies and maintaining accurate account information.

Key Responsibilities

• Assist members with policy changes, endorsements, billing questions, and account maintenance.
• Process insurance transactions accurately using insurance and CRM systems.
• Ensure compliance while updating coverage and member records.
• Provide clear, member-focused guidance on policy and billing inquiries.

Qualifications & Skills

• Strong customer service mindset with ability to communicate complex information clearly.
• Accuracy and attention to detail when handling policy and billing updates.
• Proficiency with insurance systems and CRM tools.
• Ability to work collaboratively in a service-driven environment.